How many institutions own DISV stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own DISV shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Dimensional International Small Cap Value ETF stock?

NORTHAVENUE LLC, in the last quarter, reduced its stake in DISV by -1.74% restricting it's holding to 535.35 thousand shares of worth nearly $21.48M. also lessened -1.74% of the DISV shares from its portfolio, reducing its holding to 535.35 thousand shares of worth $21.48M. JANE STREET GROUP, LLC also shunned DISV shares holding by -21.3% last quarter which brought its holding to 786.04 thousand shares worth $31.54M.

Investors who are buying DISV stock?

As per its latest 13F filing, SHAKESPEARE WEALTH MANAGEMENT, INC. increased its stake in DISV by 3.34% in the last quarter. The institutional holder raised its holding to 436.89 thousand shares having worth more than $17.53M. MB GENERATIONAL WEALTH, LLC also added 0.79% more shares of DISV to its portfolio, raising its holding to 444.34 thousand shares of worth $17.83M. RAYMOND JAMES FINANCIAL INC also increased its DISV shares holding by 7.71% which brought its holding to 491.24 thousand shares worth $19.71M.

DISV's major insiders: who are they?

The insider with the most stakes in DISV is N/A , N/A at the company. Additionally, DISV stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell DISV stock?

Company executives, directors, and other insiders own N/A percent of Dimensional International Small Cap Value ETF's stock. Within the last six months, there have been 0 transaction(s) in which DISV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DISV stock?

There have been 0 transaction(s) during the past 6-months in which Dimensional International Small Cap Value ETF insiders have bought stock, totalling 0 shares

How much of DISV does insiders own?

Around 0 Dimensional International Small Cap Value ETF shares are held by insiders, which represents about N/A of DISV stock.

Who is the insider with the largest stake?

DISV N/A, N/A holds the largest portfolio of the company's shares. DISV shares owned by N/A total nearly -.

Which institution holds the most shares in DISV?

NORTHAVENUE LLC is the largest institutional owner in DISV which holds 535.35 thousand shares worth $21.48M or 0.49% of the total DISV shares outstanding followed by SHAKESPEARE WEALTH MANAGEMENT, INC. with ownership of 436.89 thousand shares representing 0.4% of the DISV ownership. MB GENERATIONAL WEALTH, LLC is the third largest stakeholder with 444.34 thousand shares or 0.4% of the ownership worth more than $17.83M.

Is Dimensional International Small Cap Value ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DISV is concerned, it is a stock which is optionable.

Is there a short position on DISV's shares?

Number of DISV shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding DISV shares are there?

As of today, null shares of DISV are outstanding.

Is there many float in DISV stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, DISV has null shares in float.

DISV short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for DISV is null.

Dimensional International Small Cap Value ETF (DISV) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. NORTHAVENUE LLC is the top corporate investor, holding 535.35K shares valued at $21.48M. A 0.49% stake in Dimensional International Small Cap Value ETF is owned by the company. SHAKESPEARE WEALTH MANAGEMENT, INC. owns 436.89K shares valued at $17.53M, which translates its holding of 0.4% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	NORTHAVENUE LLC	0.49%	535.35K	21.48M	-9.46K	-1.74%
Jun 30, 2026	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.4%	436.89K	17.53M	14.11K	+3.34%
Jun 30, 2026	MB GENERATIONAL WEALTH, LLC	0.4%	444.34K	17.83M	3.5K	+0.79%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.45%	491.24K	19.71M	35.15K	+7.71%
Jun 30, 2026		0.47%	535.35K	21.48M	-9.46K	-1.74%
Jun 30, 2026	CAPITAL PERFORMANCE ADVISORS LLP	0.49%	540.47K	21.69M	25.84K	+5.02%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.53%	587.31K	23.57M	61.88K	+11.78%
Jun 30, 2026	INDEX FUND ADVISORS, INC.	0.59%	654.08K	26.25M	28.98K	+4.64%
Jun 30, 2026	PLANNING CENTER, INC.	0.63%	697.48K	27.99M	9.03K	+1.31%
Jun 30, 2026	JANE STREET GROUP, LLC	0.71%	786.04K	31.54M	-212.71K	-21.30%
Jun 30, 2026	NORTHERN TRUST CORP	1.19%	1.32M	52.91M	126.62K	+10.62%
Jun 30, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.75%	846.71K	33.98M	149.16K	+21.38%
Jun 30, 2026	CERITY PARTNERS LLC	1.44%	1.59M	63.92M	173.47K	+12.22%
Jun 30, 2026	RITHOLTZ WEALTH MANAGEMENT	2.16%	2.39M	95.71M	103.52K	+4.54%
Jun 30, 2026	UBS GROUP AG	2.25%	2.49M	99.73M	2.45M	+7,163.36%
Jun 30, 2026	SAVANT CAPITAL, LLC	2.38%	2.63M	109.47M	1.61M	+158.81%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.71%	2.99M	120.06M	722.22K	+31.82%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.42%	461.41K	18.87M	47.25K	+11.41%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.41%	449.27K	18.03M	70.25K	+18.54%
Jun 30, 2026	WILLIAM MACK & ASSOCIATES, INC.	0.53%	588.9K	23.63M	216.14K	+57.98%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.74%	815.55K	32.73M	-91.2K	-10.06%
Jun 30, 2026	EVANSON FINANCIAL, LLC	1.1%	1.21M	48.59M	1.21M	+100.00%
Jun 30, 2026	EQUITA FINANCIAL NETWORK, INC.	0.44%	483.74K	19.41M	23.82K	+5.18%
Jun 30, 2026	BAKER ELLIS ASSET MANAGEMENT LLC	0.49%	539.55K	21.65M	-797	-0.15%
Jun 30, 2026	INTEGRIS WEALTH MANAGEMENT, LLC	0.57%	626.66K	25.15M	-2.75K	-0.44%
Jun 30, 2026	GREAT OAK CAPITAL PARTNERS, LLC	0.79%	871.45K	35.49M	33.11K	+3.95%
Jun 30, 2026	CREATIVE PLANNING	0.8%	877.95K	35.23M	-3.33K	-0.38%
Jun 30, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.35%	386.88K	15.53M	-234	-0.06%
Jun 30, 2026	BETTERMENT LLC	0.37%	403.55K	16.19M	27.55K	+7.33%
Jun 30, 2026	MERITAS WEALTH MANAGEMENT, LLC	0.28%	318.21K	12.77M	27.98K	+9.64%
Jun 30, 2026	SENSIBLE MONEY, LLC	0.28%	319.75K	12.83M	6.83K	+2.18%
Jun 30, 2026	ALPHACORE CAPITAL LLC	0.28%	321.37K	12.9M	-3K	-0.93%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.29%	329.46K	13.22M	505	+0.15%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.3%	335.63K	13.47M	-32.32K	-8.78%
Jun 30, 2026	MIRAMAR FIDUCIARY CORP	0.3%	337.8K	13.56M	-70.78K	-17.32%
Jun 30, 2026	HILL INVESTMENT GROUP PARTNERS, LLC	0.31%	350.54K	14.07M	-5.62K	-1.58%
Jun 30, 2026	PARKWOODS WEALTH PARTNERS, LLC	0.32%	367.56K	14.75M	44.69K	+13.84%
Jun 30, 2026	SEASIDE WEALTH MANAGEMENT, INC.	0.33%	372.3K	14.94M	3.12K	+0.84%
Jun 30, 2026	ASSETMARK, INC	0.35%	383.08K	15.37M	382.31K	+50,106.68%
Jun 30, 2026	VON BORSTEL & ASSOCIATES, INC.	0.37%	410.93K	16.49M	18.53K	+4.72%
Jun 30, 2026	LRI INVESTMENTS, LLC	0.38%	414.35K	16.63M	-4.23K	-1.01%
Jun 30, 2026	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.42%	468.86K	18.82M	15.41K	+3.40%
Jun 30, 2026	QUANTUM FINANCIAL ADVISORS, LLC	0.44%	482K	19.34M	24.72K	+5.40%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.47%	513.43K	20.69M	0	0
Jun 30, 2026	FINANCIAL HARVEST, LLC	0.48%	531.09K	21.31M	30.73K	+6.14%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.48%	533.75K	21.42M	23.47K	+4.60%
Jun 30, 2026	RATHER & KITTRELL, INC.	0.49%	539.29K	21.64M	23.62K	+4.58%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.75%	823.82K	33.06M	253.1K	+44.35%
Jun 30, 2026	DINUZZO PRIVATE WEALTH, INC.	0.58%	641.92K	25.76M	-4.81K	-0.74%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.89%	978.43K	39.26M	-24.99K	-2.49%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.92%	1.02M	40.87M	-40.36K	-3.81%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	2.83%	3.12M	125.16M	233.98K	+8.11%
Jun 30, 2026	MATHER GROUP, LLC.	4.72%	5.21M	209.1M	-533.36K	-9.29%
Jun 30, 2026	FORUM FINANCIAL MANAGEMENT, LP	5.11%	5.64M	226.45M	37.61K	+0.67%
Jun 30, 2026	COLONY GROUP, LLC	12.15%	13.41M	538.31M	-499.38K	-3.59%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.75%	829.64K	33.29M	22.39K	+2.77%
Jun 30, 2026	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.87%	958.34K	38.46M	12.93K	+1.37%
Jun 30, 2026	MONOGRAPH WEALTH ADVISORS, LLC	0.89%	979.7K	39.32M	69.56K	+7.64%
Jun 30, 2026	ASSET DEDICATION, LLC	1.1%	1.21M	48.58M	-10.53K	-0.86%
Jun 30, 2026	KEB ASSET MANAGEMENT, LLC	0.39%	425.66K	17.08M	-787	-0.18%
Mar 31, 2026	VON BORSTEL & ASSOCIATES, INC.	0.35%	392.4K	15.48M	-37.45K	-8.71%
Mar 31, 2026	GREAT OAK CAPITAL PARTNERS, LLC	0.74%	838.34K	34.63M	11.16K	+1.35%
Mar 31, 2026	SENSIBLE MONEY, LLC	0.3%	312.92K	12.34M	-4.02K	-1.27%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.31%	328.96K	12.97M	-13.48K	-3.94%
Mar 31, 2026	PARKWOODS WEALTH PARTNERS, LLC	0.31%	322.87K	12.73M	83.92K	+35.12%
Mar 31, 2026	KRILOGY FINANCIAL LLC	0.32%	328.7K	13.67M	3.91K	+1.20%
Mar 31, 2026	HILL INVESTMENT GROUP PARTNERS, LLC	0.34%	356.15K	14.05M	-1.97K	-0.55%
Mar 31, 2026	SEASIDE WEALTH MANAGEMENT, INC.	0.35%	369.18K	14.56M	4.61K	+1.26%
Mar 31, 2026	FORUM FINANCIAL MANAGEMENT, LP	4.93%	5.61M	221.08M	-216.29K	-3.72%
Mar 31, 2026	MATHER GROUP, LLC.	5.06%	5.74M	226.54M	-128.13K	-2.18%
Mar 31, 2026	MIRAMAR FIDUCIARY CORP	0.36%	408.58K	16.11M	-61.56K	-13.09%
Mar 31, 2026	INTEGRIS WEALTH MANAGEMENT, LLC	0.55%	629.41K	24.82M	-14.16K	-2.20%
Mar 31, 2026	DINUZZO PRIVATE WEALTH, INC.	0.57%	646.73K	25.51M	-13.51K	-2.05%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.4%	456.09K	17.99M	244.18K	+115.23%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.5%	570.71K	22.51M	324.64K	+131.93%
Mar 31, 2026	PLANNING CENTER, INC.	0.61%	688.46K	27.15M	-43.81K	-5.98%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	414.16K	16.42M	-202.98K	-32.89%
Mar 31, 2026	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.37%	422.78K	16.67M	-20.22K	-4.57%
Mar 31, 2026	KEB ASSET MANAGEMENT, LLC	0.38%	426.45K	16.82M	15.14K	+3.68%
Mar 31, 2026	EQUITA FINANCIAL NETWORK, INC.	0.4%	459.92K	18.14M	-24.2K	-5.00%
Mar 31, 2026	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.4%	453.45K	17.88M	-413.72K	-47.71%
Mar 31, 2026	PREMIER FINANCIAL GROUP	0.65%	737.43K	29.6M	2.36K	+0.32%
Mar 31, 2026	RITHOLTZ WEALTH MANAGEMENT	2.01%	2.28M	89.98M	124.21K	+5.76%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.33%	379.02K	14.95M	-7.73K	-2.00%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.45%	510.28K	20.13M	13.87K	+2.79%
Mar 31, 2026		0.48%	544.82K	21.49M	463	+0.09%
Mar 31, 2026	CREATIVE PLANNING	0.78%	881.28K	34.76M	11.66K	+1.34%
Mar 31, 2026	MONOGRAPH WEALTH ADVISORS, LLC	0.8%	910.14K	35.9M	15.37K	+1.72%
Mar 31, 2026	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.83%	945.41K	38.93M	-33.44K	-3.42%
Mar 31, 2026	JANE STREET GROUP, LLC	0.88%	998.75K	39.39M	498.75K	+99.75%
Mar 31, 2026	MB GENERATIONAL WEALTH, LLC	0.39%	440.84K	17.39M	4.64K	+1.06%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.46%	525.43K	20.72M	2.31K	+0.44%
Mar 31, 2026	BAKER ELLIS ASSET MANAGEMENT LLC	0.48%	540.34K	21.31M	15.2K	+2.89%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.8%	906.75K	35.76M	132.77K	+17.15%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.88%	1M	39.57M	-207.44K	-17.13%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.89%	1.02M	40.07M	31.55K	+3.20%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.93%	1.06M	41.76M	-28.06K	-2.58%
Mar 31, 2026	QUANTUM FINANCIAL ADVISORS, LLC	0.4%	457.29K	18.04M	-7.81K	-1.68%
Mar 31, 2026	FINANCIAL HARVEST, LLC	0.44%	500.36K	19.73M	17.27K	+3.57%
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.61%	697.55K	27.51M	62.21K	+9.79%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.35%	367.94K	14.51M	30.96K	+9.19%
Mar 31, 2026	EXENCIAL WEALTH ADVISORS, LLC	1.03%	1.17M	46.2M	295.27K	+33.70%
Mar 31, 2026	NORTHERN TRUST CORP	1.05%	1.19M	47M	24.92K	+2.14%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	1.04%	1.19M	46.79M	43.57K	+3.81%
Mar 31, 2026	CERITY PARTNERS LLC	1.25%	1.42M	55.98M	144.03K	+11.29%
Mar 31, 2026	COLONY GROUP, LLC	12.25%	13.91M	548.75M	132.48K	+0.96%
Mar 31, 2026	LRI INVESTMENTS, LLC	0.37%	418.59K	16.51M	-5.1K	-1.20%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.45%	513.43K	19.63M	33K	+6.87%
Mar 31, 2026	CAPITAL PERFORMANCE ADVISORS LLP	0.45%	514.63K	20.3M	27.58K	+5.66%
Mar 31, 2026	RATHER & KITTRELL, INC.	0.45%	515.67K	20.34M	4.83K	+0.95%
Mar 31, 2026	BETTERMENT LLC	0.33%	376K	14.83M	14.31K	+3.96%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	2.54%	2.88M	113.76M	260.66K	+9.93%
Mar 31, 2026	INDEX FUND ADVISORS, INC.	0.55%	625.1K	24.65M	42.12K	+7.22%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2%	2.27M	89.52M	1.21M	+115.06%
Mar 31, 2026	ASSET DEDICATION, LLC	1.07%	1.22M	48.16M	-17.4K	-1.40%
Mar 31, 2026	VESTMARK ADVISORY SOLUTIONS, INC.	0.34%	387.12K	15.27M	14.71K	+3.95%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.71%	807.25K	31.84M	-9.74K	-1.19%
Mar 31, 2026	UNITED WEALTH MANAGEMENT, LLC	0.29%	311.43K	12.28M	3.92K	+1.28%
Dec 31, 2025	DINUZZO PRIVATE WEALTH, INC.	0.67%	660.24K	25.09M	-69.38K	-9.51%
Dec 31, 2025	BETTERMENT LLC	0.34%	361.69K	13.74M	19.87K	+5.81%
Dec 31, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	0.34%	358.12K	13.61M	-4.77K	-1.32%
Dec 31, 2025	COLONY GROUP, LLC	13.24%	13.78M	523.68M	470.39K	+3.53%
Dec 31, 2025	MATHER GROUP, LLC.	5.6%	5.87M	223.14M	8.19K	+0.14%
Dec 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	5.88%	5.82M	221.22M	-87.1K	-1.47%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	1.15%	1.14M	43.43M	45.41K	+4.14%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1.11%	1.21M	46.01M	1.38K	+0.11%
Dec 31, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.99%	978.85K	37.84M	-6.34K	-0.64%
Dec 31, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.86%	894.77K	34M	3.98K	+0.45%
Dec 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.49%	484.12K	18.4M	39.05K	+8.77%
Dec 31, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.42%	443.01K	16.83M	404	+0.09%
Dec 31, 2025	KEB ASSET MANAGEMENT, LLC	0.42%	411.31K	15.63M	2.52K	+0.62%
Dec 31, 2025	VON BORSTEL & ASSOCIATES, INC.	0.41%	429.85K	16.33M	2.21K	+0.52%
Dec 31, 2025	MB GENERATIONAL WEALTH, LLC	0.4%	436.2K	16.58M	16.32K	+3.89%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.01%	1.06M	40.1M	497.36K	+89.13%
Dec 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.88%	876.25K	33.3M	157.99K	+22.00%
Dec 31, 2025	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.88%	867.17K	33.52M	495.11K	+133.07%
Dec 31, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.84%	827.18K	31.71M	-33.56K	-3.90%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.78%	816.99K	31.05M	14.21K	+1.77%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.33%	342.44K	13.01B	-13.58K	-3.81%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.5%	496.41K	18.86M	26.96K	+5.74%
Dec 31, 2025	CAPITAL PERFORMANCE ADVISORS LLP	0.49%	487.05K	18.51M	450.23K	+1,222.64%
Dec 31, 2025	MIRAMAR FIDUCIARY CORP	0.47%	470.14K	17.87M	-17.48K	-3.59%
Dec 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.47%	465.09K	17.67M	-9.8K	-2.06%
Dec 31, 2025	FINANCIAL HARVEST, LLC	0.46%	483.09K	18.36M	22.52K	+4.89%
Dec 31, 2025	LRI INVESTMENTS, LLC	0.43%	423.68K	16.1M	-12.92K	-2.96%
Dec 31, 2025	NORTHERN TRUST CORP	1.11%	1.17M	44.34M	25.61K	+2.24%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.95%	984.37K	37.41M	149.56K	+17.92%
Dec 31, 2025	CREATIVE PLANNING	0.83%	869.61K	33.05M	22.91K	+2.71%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.74%	773.98K	29.41M	260.11K	+50.62%
Dec 31, 2025	JANE STREET GROUP, LLC	0.5%	500K	19M	94.33K	+23.25%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.52%	2.62M	99.72M	355.8K	+15.69%
Dec 31, 2025	RITHOLTZ WEALTH MANAGEMENT	2.18%	2.16M	81.98M	49.45K	+2.35%
Dec 31, 2025	ASSET DEDICATION, LLC	1.25%	1.24M	47.06M	-13.61K	-1.09%
Dec 31, 2025	CERITY PARTNERS LLC	1.23%	1.28M	48.46M	73.61K	+6.13%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.46%	480.43K	18.35M	480.43K	+100.00%
Dec 31, 2025	PLANNING CENTER, INC.	0.74%	732.27K	27.83M	-79.89K	-9.84%
Dec 31, 2025	PREMIER FINANCIAL GROUP	0.7%	735.07K	27.99M	-104.45K	-12.44%
Dec 31, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.65%	643.57K	24.46M	18.98K	+3.04%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.62%	617.13K	23.86M	-10.66K	-1.70%
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.31%	341.49K	12.98M	-30.57K	-8.22%
Dec 31, 2025	SENSIBLE MONEY, LLC	0.3%	316.95K	12.04M	-8.71K	-2.67%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	1.1%	1.09M	41.3M	745.67K	+218.57%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.61%	635.34K	24.14M	635.34K	+100.00%
Dec 31, 2025	INDEX FUND ADVISORS, INC.	0.59%	582.98K	22.15M	26.13K	+4.69%
Dec 31, 2025	BAKER ELLIS ASSET MANAGEMENT LLC	0.53%	525.15K	19.96M	24.18K	+4.83%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.53%	523.12K	19.88M	-30.27K	-5.47%
Dec 31, 2025	RATHER & KITTRELL, INC.	0.52%	510.84K	19.41M	10.94K	+2.19%
Dec 31, 2025		0.38%	399.2K	15.17M	144.57K	+56.78%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.34%	336.98K	12.81M	82.08K	+32.20%
Dec 31, 2025	WRIGHT FUND MANAGEMENT, LLC	0.33%	330.67K	12.57M	-25.8K	-7.24%
Dec 31, 2025	KRILOGY FINANCIAL LLC	0.33%	324.8K	13.24M	-1.17K	-0.36%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.37%	386.75K	14.7M	26.84K	+7.46%
Dec 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.36%	372.41K	14.15M	-2.33K	-0.62%
Dec 31, 2025	SEASIDE WEALTH MANAGEMENT, INC.	0.35%	364.57K	13.85M	-4.29K	-1.16%
Sep 30, 2025	RATHER & KITTRELL, INC.	0.48%	499.9K	17.84M	29.07K	+6.17%
Sep 30, 2025	RITHOLTZ WEALTH MANAGEMENT	2.04%	2.11M	75.23M	75.87K	+3.73%
Sep 30, 2025	WRIGHT FUND MANAGEMENT, LLC	0.35%	356.47K	12.72M	331.27K	+1,314.58%
Sep 30, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	0.35%	362.89K	12.95M	-3.4K	-0.93%
Sep 30, 2025	SEASIDE WEALTH MANAGEMENT, INC.	0.36%	368.86K	13.16M	-2.51K	-0.68%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.36%	372.06K	13.28M	-23.57K	-5.96%
Sep 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.36%	374.73K	13.37M	-391.66K	-51.10%
Sep 30, 2025	PLANNING CENTER, INC.	0.79%	812.16K	28.99M	-17.83K	-2.15%
Sep 30, 2025	PREMIER FINANCIAL GROUP	0.81%	839.52K	29.91M	-6.17K	-0.73%
Sep 30, 2025	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.36%	372.06K	13.28M	28.28K	+8.23%
Sep 30, 2025	KEB ASSET MANAGEMENT, LLC	0.4%	408.79K	14.59M	-1.24K	-0.30%
Sep 30, 2025	UNITED WEALTH MANAGEMENT, LLC	0.29%	302.77K	10.81M	63	+0.02%
Sep 30, 2025	JANE STREET GROUP, LLC	0.4%	405.67K	14.48M	-155.49K	-27.71%
Sep 30, 2025	MB GENERATIONAL WEALTH, LLC	0.41%	419.88K	14.99M	419.88K	+100.00%
Sep 30, 2025	VON BORSTEL & ASSOCIATES, INC.	0.41%	427.64K	15.32M	7.33K	+1.74%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.74%	763.39K	27.25M	9.94K	+1.32%
Sep 30, 2025	CREATIVE PLANNING	0.82%	846.7K	30.22M	245.59K	+40.85%
Sep 30, 2025	YEOMANS CONSULTING GROUP, INC.	0.31%	319.09K	11.42M	177.49K	+125.34%
Sep 30, 2025	SENSIBLE MONEY, LLC	0.32%	325.65K	11.62M	-5.87K	-1.77%
Sep 30, 2025	BAKER ELLIS ASSET MANAGEMENT LLC	0.48%	500.97K	17.88M	30.62K	+6.51%
Sep 30, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.83%	860.74K	30.81M	24.06K	+2.88%
Sep 30, 2025	KRILOGY FINANCIAL LLC	0.32%	325.97K	11.46M	8.53K	+2.69%
Sep 30, 2025	BETTERMENT LLC	0.33%	341.82K	12.2M	26.35K	+8.35%
Sep 30, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.86%	890.79K	31.79M	32.22K	+3.75%
Sep 30, 2025	STERLING FINANCIAL PLANNING, INC.	0.29%	294.94K	10.53M	-3.18K	-1.07%
Sep 30, 2025	ABACUS WEALTH PARTNERS, LLC	0.28%	293.71K	10.48M	-62.79K	-17.61%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.78%	802.78K	28.65M	58.03K	+7.79%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.54%	557.99K	19.91M	60.83K	+12.24%
Sep 30, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.95%	985.19K	35.38M	-13.69K	-1.37%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.98%	1.02M	36.31M	240.26K	+30.92%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.45%	469.46K	16.75M	16.27K	+3.59%
Sep 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.46%	474.89K	16.95M	-60.98K	-11.38%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.54%	553.38K	19.75M	-5.69K	-1.02%
Sep 30, 2025	COLONY GROUP, LLC	12.88%	13.31M	475.31M	395.41K	+3.06%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	1.17%	1.21M	43.17M	30.43K	+2.58%
Sep 30, 2025	CERITY PARTNERS LLC	1.16%	1.2M	42.89M	167.89K	+16.24%
Sep 30, 2025	INDEX FUND ADVISORS, INC.	0.54%	556.85K	19.87M	52.27K	+10.36%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.35%	359.9K	12.84M	27.73K	+8.35%
Sep 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.43%	442.6K	15.8M	-2.15K	-0.48%
Sep 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.6%	624.6K	22.29M	10.88K	+1.77%
Sep 30, 2025	ASSET DEDICATION, LLC	1.21%	1.25M	44.68M	-9.09K	-0.72%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.5%	513.87K	18.34M	68.97K	+15.50%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.2%	2.27M	80.99M	-252.04K	-10.00%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.34%	356.01K	12.71M	-43.32K	-10.85%
Sep 30, 2025	CARDIFF PARK ADVISORS, LLC	0.33%	345.27K	12.32M	2.99K	+0.87%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.33%	341.16K	12.18M	-741.28K	-68.48%
Sep 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.7%	718.26K	25.63M	77.67K	+12.12%
Sep 30, 2025	DINUZZO PRIVATE WEALTH, INC.	0.71%	729.62K	25.34M	-18.03K	-2.41%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	1.06%	1.1M	39.17M	109.56K	+11.09%
Sep 30, 2025	NORTHERN TRUST CORP	1.1%	1.14M	40.73M	141.89K	+14.20%
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	5.72%	5.91M	210.88M	9.67K	+0.16%
Sep 30, 2025	MATHER GROUP, LLC.	5.68%	5.86M	209.29M	19.41K	+0.33%
Sep 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.27%	275.62K	9.84M	-17.35K	-5.92%
Sep 30, 2025	MERITAS WEALTH MANAGEMENT, LLC	0.27%	279.85K	9.99M	5.92K	+2.16%
Sep 30, 2025	PHYSICIAN WEALTH SOLUTIONS INC.	0.28%	292.88K	10.45M	-4.47K	-1.50%
Sep 30, 2025	SEVEN MILE ADVISORY	0.28%	291.77K	10.41M	291.77K	+100.00%
Sep 30, 2025	HASSELL WEALTH MANAGEMENT, LLC	0.28%	289.1K	10.32M	625	+0.22%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.61%	627.79K	22.46M	2.63K	+0.42%
Sep 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.43%	445.07K	15.88M	10.12K	+2.33%
Sep 30, 2025	FINANCIAL HARVEST, LLC	0.45%	460.58K	16.44M	12.54K	+2.80%
Sep 30, 2025	MIRAMAR FIDUCIARY CORP	0.47%	487.62K	17.4M	-23.56K	-4.61%
Sep 30, 2025	LRI INVESTMENTS, LLC	0.42%	436.6K	15.58M	-3.04K	-0.69%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.48%	453.19K	14.91M	107.26K	+31.01%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.8%	753.44K	24.8M	51.08K	+7.27%
Jun 30, 2025	CARDIFF PARK ADVISORS, LLC	0.36%	342.28K	11.26M	9.34K	+2.81%
Jun 30, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.81%	766.39K	25.22M	395.58K	+106.68%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.82%	776.99K	25.57M	155.66K	+25.05%
Jun 30, 2025	KRILOGY FINANCIAL LLC	0.34%	317.44K	10.45M	-7.03K	-2.17%
Jun 30, 2025	NORTHERN TRUST CORP	1.06%	999.35K	32.89M	380.82K	+61.57%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1.25%	1.18M	38.8M	-58.25K	-4.71%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.53%	497.16K	16.36M	107.15K	+27.47%
Jun 30, 2025	INDEX FUND ADVISORS, INC.	0.53%	504.59K	16.61M	10.56K	+2.14%
Jun 30, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.31%	292.97K	9.64M	-19.93K	-6.37%
Jun 30, 2025	PHYSICIAN WEALTH SOLUTIONS INC.	0.31%	297.36K	9.79M	-19.23K	-6.07%
Jun 30, 2025	STERLING FINANCIAL PLANNING, INC.	0.32%	298.11K	9.81M	8.4K	+2.90%
Jun 30, 2025	BETTERMENT LLC	0.33%	315.47K	10.38M	19.65K	+6.64%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.34%	317.06K	10.43M	-5.22K	-1.62%
Jun 30, 2025	MIRAMAR FIDUCIARY CORP	0.54%	511.18K	16.82M	0	0
Jun 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.57%	535.87K	17.64M	-13.85K	-2.52%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.59%	559.08K	18.4M	502.87K	+894.78%
Jun 30, 2025	JANE STREET GROUP, LLC	0.59%	561.16K	18.47M	255.87K	+83.81%
Jun 30, 2025	CREATIVE PLANNING	0.64%	601.12K	19.78M	7.74K	+1.30%
Jun 30, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.65%	613.71K	20.2M	7.33K	+1.21%
Jun 30, 2025	SENSIBLE MONEY, LLC	0.35%	331.52K	10.91M	892	+0.27%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.35%	332.18K	10.93M	-10.28K	-3.00%
Jun 30, 2025	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.36%	343.78K	11.31M	43.35K	+14.43%
Jun 30, 2025	ABACUS WEALTH PARTNERS, LLC	0.38%	356.5K	11.73M	-708.84K	-66.54%
Jun 30, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	0.39%	366.29K	12.05M	21.6K	+6.27%
Jun 30, 2025	SEASIDE WEALTH MANAGEMENT, INC.	0.39%	371.38K	12.22M	6.71K	+1.84%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.42%	395.63K	13.02M	392.84K	+14,070.09%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.42%	399.33K	13.14M	-12.84K	-3.11%
Jun 30, 2025	LRI INVESTMENTS, LLC	0.47%	439.64K	14.47M	-5.44K	-1.22%
Jun 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.47%	444.76K	14.64M	2.24K	+0.51%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	444.89K	14.64M	26.76K	+6.40%
Jun 30, 2025	BAKER ELLIS ASSET MANAGEMENT LLC	0.5%	470.36K	15.48M	49.22K	+11.69%
Jun 30, 2025	VON BORSTEL & ASSOCIATES, INC.	0.45%	420.31K	13.95M	-21.04K	-4.77%
Jun 30, 2025	FINANCIAL HARVEST, LLC	0.47%	448.04K	14.75M	448.04K	+100.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.66%	625.16K	20.76M	36.06K	+6.12%
Jun 30, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.68%	640.59K	21.08M	78.24K	+13.91%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.79%	744.75K	24.51M	-669	-0.09%
Jun 30, 2025	PLANNING CENTER, INC.	0.88%	829.99K	27.31M	-32.8K	-3.80%
Jun 30, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.89%	836.68K	27.84M	186.6K	+28.70%
Jun 30, 2025	PREMIER FINANCIAL GROUP	0.9%	845.69K	28.96M	845.69K	+100.00%
Jun 30, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.91%	858.56K	28.26M	98.54K	+12.96%
Jun 30, 2025	KEB ASSET MANAGEMENT, LLC	0.43%	410.03K	13.49M	-21.81K	-5.05%
Jun 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.46%	434.95K	14.31M	-30.5K	-6.55%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	1.05%	987.94K	32.51M	40.28K	+4.25%
Jun 30, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.06%	998.88K	33.13M	-19.73K	-1.94%
Jun 30, 2025	CERITY PARTNERS LLC	1.09%	1.03M	34.02M	81.52K	+8.56%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	1.15%	1.08M	35.62M	40.52K	+3.89%
Jun 30, 2025	ASSET DEDICATION, LLC	1.34%	1.26M	41.5M	-33.08K	-2.56%
Jun 30, 2025	RITHOLTZ WEALTH MANAGEMENT	2.15%	2.03M	66.87M	384.67K	+23.35%
Jun 30, 2025	DINUZZO PRIVATE WEALTH, INC.	0.79%	747.65K	24.6M	-12.79K	-1.68%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.67%	2.52M	82.95M	188.69K	+8.09%
Jun 30, 2025	MATHER GROUP, LLC.	6.19%	5.84M	192.34M	5.84M	+455,083.96%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	6.24%	5.9M	194.14M	-250.39K	-4.07%
Jun 30, 2025	COLONY GROUP, LLC	13.67%	12.92M	425.04M	-778.22K	-5.68%
Jun 30, 2025		0.45%	420.31K	13.95M	-21.04K	-4.77%
Jun 30, 2025	RATHER & KITTRELL, INC.	0.5%	470.83K	15.49M	2.45K	+0.52%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.66%	589.1K	17.15M	42.79K	+7.83%
Mar 31, 2025	CREATIVE PLANNING	0.66%	593.38K	17.28M	-20.05K	-3.27%
Mar 31, 2025	MB GENERATIONAL WEALTH, LLC	0.53%	473.73K	13.8M	5K	+1.07%
Mar 31, 2025	RATHER & KITTRELL, INC.	0.53%	468.38K	13.64M	33.7K	+7.75%
Mar 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.52%	465.44K	13.55M	38.48K	+9.01%
Mar 31, 2025	BAKER ELLIS ASSET MANAGEMENT LLC	0.47%	421.14K	12.26M	54.45K	+14.85%
Mar 31, 2025	SEASIDE WEALTH MANAGEMENT, INC.	0.41%	364.67K	10.62M	16.93K	+4.87%
Mar 31, 2025	CARDIFF PARK ADVISORS, LLC	0.37%	332.94K	9.7M	28.34K	+9.31%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.84%	745.42K	21.71M	22.71K	+3.14%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.36%	322.27K	9.38M	-45.91K	-12.47%
Mar 31, 2025	PHYSICIAN WEALTH SOLUTIONS INC.	0.36%	316.58K	9.22M	21.47K	+7.28%
Mar 31, 2025	PRIVATE WEALTH MANAGEMENT GROUP, LLC	0.35%	312.9K	9.11M	-10.39K	-3.21%
Mar 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	0.62%	549.72K	16.01M	33.02K	+6.39%
Mar 31, 2025	MIRAMAR FIDUCIARY CORP	0.57%	511.18K	14.89M	52.47K	+11.44%
Mar 31, 2025	INDEX FUND ADVISORS, INC.	0.55%	494.03K	14.39M	25.23K	+5.38%
Mar 31, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.5%	442.52K	12.89M	-5.01K	-1.12%
Mar 31, 2025		0.49%	441.35K	12.85M	89.44K	+25.41%
Mar 31, 2025	KEB ASSET MANAGEMENT, LLC	0.48%	431.84K	12.58M	13.6K	+3.25%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.39%	345.93K	10.07M	178.69K	+106.85%
Mar 31, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	0.39%	344.7K	10.04M	-6.85K	-1.95%
Mar 31, 2025	BEACON POINTE ADVISORS, LLC	0.38%	342.46K	9.97M	16.84K	+5.17%
Mar 31, 2025	SENSIBLE MONEY, LLC	0.37%	330.63K	9.63M	-2.83K	-0.85%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.62%	2.33M	67.9M	100.36K	+4.50%
Mar 31, 2025	RITHOLTZ WEALTH MANAGEMENT	1.85%	1.65M	47.97M	225.84K	+15.89%
Mar 31, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.14%	1.02M	29.74M	46.13K	+4.74%
Mar 31, 2025	EXENCIAL WEALTH ADVISORS, LLC	0.63%	562.35K	16.38M	58.86K	+11.69%
Mar 31, 2025	LRI INVESTMENTS, LLC	0.5%	445.08K	12.96M	-38.28K	-7.92%
Mar 31, 2025	CALLAN CAPITAL, LLC	0.45%	399.46K	11.63M	-6.52K	-1.61%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.44%	390.02K	11.36M	21.24K	+5.76%
Mar 31, 2025	KRILOGY FINANCIAL LLC	0.36%	324.47K	9.45M	21.53K	+7.11%
Mar 31, 2025	COLONY GROUP, LLC	15.36%	13.69M	398.75M	9.35M	+215.27%
Mar 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	6.9%	6.15M	179.07M	-240.32K	-3.76%
Mar 31, 2025	ASSET DEDICATION, LLC	1.45%	1.29M	37.69M	81.23K	+6.70%
Mar 31, 2025	PLANNING CENTER, INC.	0.97%	862.79K	25.12M	39.62K	+4.81%
Mar 31, 2025	DINUZZO PRIVATE WEALTH, INC.	0.85%	760.43K	22.14M	-6.59K	-0.86%
Mar 31, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.85%	760.03K	22.13M	-20.74K	-2.66%
Mar 31, 2025	INTEGRIS WEALTH MANAGEMENT, LLC	0.68%	606.38K	17.66M	18.13K	+3.08%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.47%	418.13K	12.18M	-100	-0.02%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.46%	412.17K	12M	7.56K	+1.87%
Mar 31, 2025	VESTMARK ADVISORY SOLUTIONS, INC.	0.42%	370.81K	10.8M	38.97K	+11.74%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.39%	1.24M	36.03M	29.96K	+2.48%
Mar 31, 2025	ABACUS WEALTH PARTNERS, LLC	1.19%	1.07M	31.02M	29.46K	+2.84%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.17%	1.04M	30.34M	-4.14K	-0.40%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	1.06%	947.65K	27.6M	-61.46K	-6.09%
Mar 31, 2025	CERITY PARTNERS LLC	1.07%	952.28K	27.73M	110.28K	+13.10%
Mar 31, 2025	NORTHERN TRUST CORP	0.69%	618.54K	18.01M	69.36K	+12.63%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.7%	621.33K	18.09M	-83.51K	-11.85%
Mar 31, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.73%	650.08K	16.96M	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.74%	659.06K	19.19M	659.06K	+100.00%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.79%	702.37K	20.45M	18.43K	+2.69%

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